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Prudential Financial

1,123 hedge funds and large institutions have $18.2B invested in Prudential Financial in 2022 Q3 according to their latest regulatory filings, with 83 funds opening new positions, 475 increasing their positions, 347 reducing their positions, and 89 closing their positions.

New
Increased
Maintained
Reduced
Closed

37% more repeat investments, than reductions

Existing positions increased: 475 | Existing positions reduced: 347

0.1% more ownership

Funds ownership: 57.24%57.34% (+0.1%)

7% less first-time investments, than exits

New positions opened: 83 | Existing positions closed: 89

2% less funds holding

Funds holding: 1,1481,123 (-25)

11% less capital invested

Capital invested by funds: $20.4B → $18.2B (-$2.22B)

29% less funds holding in top 10

Funds holding in top 10: 75 (-2)

29% less call options, than puts

Call options by funds: $407M | Put options by funds: $575M

Holders
1,123
Holders Change
-25
Holders Change %
-2.18%
% of All Funds
19.35%
Holding in Top 10
5
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-28.57%
% of All Funds
0.09%
New
83
Increased
475
Reduced
347
Closed
89
Calls
$407M
Puts
$575M
Net Calls
-$168M
Net Calls Change
-$46.6M
Name Holding Trade Value Shares
Change
Change in
Stake
MPWT
201
MassMutual Private Wealth & Trust
Connecticut
$5.84M +$1M +10,409 +18%
CPO
202
Cerity Partners OCIO
New York
$5.8M +$1.04M +10,822 +19%
LK
203
Lumbard & Kellner
New Hampshire
$5.8M -$19.6K -204 -0.3%
SEI Investments
204
SEI Investments
Pennsylvania
$5.8M +$227K +2,359 +4%
Parallax Volatility Advisers
205
Parallax Volatility Advisers
California
$5.79M +$6.28M +65,249 +2,837%
URS
206
Utah Retirement Systems
Utah
$5.76M +$28.9K +300 +0.4%
YCM
207
Yousif Capital Management
Michigan
$5.62M -$162K -1,683 -3%
IWA
208
IBEX Wealth Advisors
New Jersey
$5.62M -$5.68K -59 -0.1%
SI
209
Stephens Inc
Arkansas
$5.62M +$951K +9,878 +18%
Wealthfront Advisers
210
Wealthfront Advisers
California
$5.56M -$78.7K -818 -1%
ISB
211
Iowa State Bank
Iowa
$5.51M +$192K +1,991 +3%
Natixis Advisors
212
Natixis Advisors
Massachusetts
$5.5M +$11.6K +120 +0.2%
DILIC
213
Dai-ichi Life Insurance Company
Japan
$5.32M -$2.27M -23,600 -28%
SOADOR
214
State of Alaska Department of Revenue
Alaska
$5.32M -$5.54M -57,532 -48%
CM
215
Capital Management
Virginia
$5.3M +$267K +2,769 +5%
AF
216
Alerus Financial
North Dakota
$5.27M +$118K +1,224 +2%
CWM
217
CIBC World Markets
New York
$5.27M -$2.21M -23,010 -27%
Baird Financial Group
218
Baird Financial Group
Wisconsin
$5.22M -$44.7K -464 -0.8%
PAG
219
Private Advisor Group
New Jersey
$5.15M -$318K -3,306 -5%
KOCAA
220
Knights of Columbus Asset Advisors
Connecticut
$5.15M -$282K -2,930 -5%
NC
221
NewSquare Capital
Pennsylvania
$5.07M +$291K +3,020 +5%
NYLIM
222
New York Life Investment Management
New York
$5.02M -$72.5K -753 -1%
CM
223
Capula Management
Cayman Islands
$4.97M +$5.58M +57,989 New
BMSSC
224
B. Metzler seel. Sohn & Co
Germany
$4.89M +$1.01M +10,501 +23%
SLAM
225
Swiss Life Asset Management
$4.89M -$1.1M -11,466 -17%

PRU Hedge Fund Activity: Q3 2022 in Review

1,123 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in Prudential Financial (PRU) for Q3 2022, worth a combined $18.2B — down 11% from $20.4B a quarter earlier.

Sellers outnumbered buyers: 89 funds closed out of PRU and 83 opened new positions — a net loss of 6 holders — while 347 trimmed existing stakes and 475 added.

The largest buyer was Charles Schwab, adding an estimated $54.8M. The largest seller was Jacobs Levy Equity Management, exiting entirely with an estimated $88.6M sold.

  • 1,123 institutional investors held Prudential Financial (PRU) as of Q3 2022, down from 1,148 in Q2 2022.
  • Funds reported $18.2B of Prudential Financial stock for Q3 2022, down 11% quarter-over-quarter.
  • 83 funds opened new Prudential Financial positions in Q3 2022 and 89 closed out, a net change of -6 holders.
  • The largest Prudential Financial buyer in Q3 2022 was Charles Schwab, an estimated $54.8M added.
  • The largest Prudential Financial seller in Q3 2022 was Jacobs Levy Equity Management, an estimated $88.6M sold.

Based on aggregated 13F filings for Q3 2022.